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UBS Group
UBS

Overview Fund Activity

375 hedge funds and large institutions have $26.5B invested in UBS Group in 2022 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 119 increasing their positions, 142 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
+8
Holders Change %
+2.18%
% of All Funds
5.93%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
55
Increased
119
Reduced
142
Closed
44
Calls
$501M
Puts
$782M
Net Calls
-$280M
Net Calls Change
+$342M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
$2.84B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
3
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$185M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$189M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.8B

Top Sellers

1
UBS Group
UBS Group
Switzerland
$2.3B
2
Barclays
Barclays
United Kingdom
$0
3
Capital International Investors
Capital International Investors
California
$183M
4
Goldman Sachs
Goldman Sachs
New York
$541M
5
DZ Bank
DZ Bank
Germany
$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$3.36M +$41.9K +2,126 +1%
Osaic Holdings
127
Osaic Holdings
Arizona
$3.29M -$116K -6,107 -3%
BCM
128
Bridgeway Capital Management
Texas
$3.2M – – –
Boston Partners
129
Boston Partners
Massachusetts
$3.14M +$551K +28,185 +21%
VIA
130
Vident Investment Advisory
Georgia
$3.14M -$227K -11,521 -7%
Stifel Financial
131
Stifel Financial
Missouri
$2.93M -$1.67M -85,400 -36%
RC
132
RBF Capital
California
$2.92M -$195K -10,000 -6%
IAA
133
Independent Advisor Alliance
North Carolina
$2.77M +$2.77M +141,983 New
HCMT
134
Highland Capital Management (Tennessee)
Tennessee
$2.63M -$977 -50 -0%
CWM
135
Calamos Wealth Management
Illinois
$2.6M -$93.6K -4,790 -3%
PCOC
136
Power Corp of Canada
Canada
$2.55M +$2.55M +129,800 New
LCM
137
Logan Capital Management
Pennsylvania
$2.46M +$88K +4,503 +4%
LNWWM
138
Laird Norton Wetherby Wealth Management
California
$2.29M +$93.9K +4,807 +4%
HFS
139
Hantz Financial Services
Michigan
$2.11M -$57.9K -2,965 -3%
LPL Financial
140
LPL Financial
California
$2.09M -$1.14M -58,431 -35%
MIP
141
Marietta Investment Partners
Wisconsin
$2.02M +$435K +22,250 +27%
CII
142
Capital International Inc
California
$1.96M -$20.5M -1,044,361 -91%
FFM
143
Fullerton Fund Management
Singapore
$1.94M -$3.24M -164,360 -63%
BS
144
Banco Santander
Spain
$1.92M -$365K -20,091 -16%
Balyasny Asset Management
145
Balyasny Asset Management
Illinois
$1.91M -$14.6M -744,730 -88%
WAAG
146
Wealth Alliance Advisory Group
Kansas
$1.9M – – –
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$1.88M +$209K +10,710 +13%
O
148
Ossiam
France
$1.76M +$1.2M +60,788 +215%
GQG Partners
149
GQG Partners
Florida
$1.75M -$258K -13,094 -13%
CI
150
Capital International
California
$1.69M -$5.18M -263,858 -75%
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